Thursday, 19 March 2015

Successful Inheritance Tax (IHT) mitigation in respect of the main
residence is one of the hardest things to do, as the law currently stands.However, as many people’s most valuable asset
is their bricks and mortar, it is a problem that demands some consideration –
even if the answer is to do nothing (yet) or take out life cover written in
trust.But if neither of those appeals,
what then?

Thursday, 5 March 2015

You have been managing your client’s money for many years
when, out of the blue, you are contacted by someone claiming to be your
client’s attorney.The attorney is
brandishing a copy English Property and Financial Affairs Lasting Power of
Attorney (LPA), certified on every
page (as it should be) by the donor (i.e. the giver) of the power.So far, so reassuring.But is it safe for you to act on the
attorney’s instructions?Here’s some food
for thought.

About Me

I'm a partner at Fladgate LLP, a London law firm, and specialise in advising British and overseas families and entrepreneurs who want to protect their wealth and successfully pass it down to the next generation.